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Refer Yourself $5,000 Bonus: Client Service Associate Opportunity

Company: Edelman Financial Engines
Location: Pleasanton
Posted on: January 9, 2022

Job Description:

DescriptionAt Edelman Financial Engines, we believe everyone deserves to move their financial life forward.We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.Founded on the idea that financial education is a fundamental right for everyone-not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our commitment inspires you, we invite you to consider joining our team!As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.We are looking for someone with financial services proven experience to help us deliver outstanding service by building and nurturing the client relationship, as well as performing all related administrative functions. If you have exceptional client service and communication skills, with a good understanding of finance, this is the opportunity for you!Responsibilities:Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperworkSupervise client account activity, researching and resolving issuesPrepare and review all new account paperwork to ensure documents are complete and in good orderVerify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expectedDocument key client milestones and other meaningful data into systems that will assist in future client interactionsMaintain risk awareness and compliance; identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory proceduresSupport the firm's initiatives, assist with any company-wide projects and activities, and attend functions as neededParticipation in projects, task forces, councils, and product rollouts to ensure CSA voice is representedRequirements:Two years of industry experience (Registered Investment Advisor or Broker/Dealer) is preferredBachelor's degree or equivalent experience preferredGood understanding of finance and investment markets/securitiesCritical thinking, attention to detail, and multi-tasking skills requiredAble to adapt to changes in the work environment, handle competing demands and work with frequent change, delays, or unexpected eventsPosition requires a high level of confidentialityAbout Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, as recognized by Barron's,1 with 150+ offices across the country and entrusted by 1.3 million clients to manage more than $289 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit www.EdelmanFinancialEngines.com - 2021 Edelman Financial Engines, LLC. Edelman Financial Engines - is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jigi Dahagam (703-460-2693 or [email protected]) with any questionsEdelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. [1] The 2020 America's Best RIA Firms Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.[2] Data as of 6/30/2021.

Keywords: Edelman Financial Engines, Pleasanton , Refer Yourself $5,000 Bonus: Client Service Associate Opportunity, Other , Pleasanton, California

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